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Pacific Capital Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$546K Sell
24,119
-371
-2% -$8.4K 0.08% 58
2026
Q1 		$555K Hold
24,490
– – 0.09% 54
2025
Q4 		$563K Hold
24,490
– – 0.1% 52
2025
Q3 		$565K Sell
24,490
-271
-1% -$6.19K 0.1% 47
2025
Q2 		$559K Sell
24,761
-11,627
-32% -$259K 0.1% 47
2025
Q1 		$817K Buy
36,388
+3
+0% +$67 0.14% 46
2024
Q4 		$803K Buy
36,385
+589
+2% +$13.2K 0.13% 45
2024
Q3 		$826K Buy
35,796
+20,678
+137% +$469K 0.14% 44
2024
Q2 		$333K Buy
+15,118
New +$331K 0.06% 53

Other funds holding SCHI

WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
E
Entelevest Coral Gables, Florida $117M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CNBTD
Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

Pacific Capital Wealth Advisors's SCHI Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.5% in Q2 2026, selling an estimated $8.4K and leaving 24,119 shares worth $546K. The position accounts for 0.08% of the portfolio, ranked #58.

Pacific Capital Wealth Advisors first reported a position in SCHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $826K in Q3 2024. 58 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Pacific Capital Wealth Advisors held 24,119 shares of Schwab 5-10 Year Corporate Bond ETF worth $546K as of Q2 2026.
  • Pacific Capital Wealth Advisors sold 371 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $8.4K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.08% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Pacific Capital Wealth Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Pacific Capital Wealth Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $826K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.